Kimberly Anne Contelmo

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Voya Financial Advisors
  Poughkepsie, NY

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 3 NEPTUNE RD STE A29; Poughkeepsie; NY; 12601; fixed insurance sales; Independent Insurance Agent; 1/1/2004; 2; 2; sales of fixed insurance products|

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-03
• S63 Uniform Securities Agent State Law Examination
  1998-08-01

Other Names

• Kimberly Anne Parise
• Kimberly Anne Veach